Profit Sharing · DOL Form 5500 · 2024

Brenner & Assoc Accy Corp Profit Sharing Plan

Data updated 2026-08-25

$754K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$188,450
Avg per participant Above avg balance/head
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Official DOL plan name: Brenner & Assoc Accy Corp Profit Sharing Plan · Sponsored by Brenner & Assoc Accy Corp · California · Professional & Technical Services

$754K in assets, 4 participants

Brenner & Assoc Accy Corp's Brenner & Assoc Accy Corp Profit Sharing Plan reported $754K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 21st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,240 in Professional & Technical Services (20,173 peers)

Brenner & Assoc Accy Corp multi-year trail

Brenner & Assoc Accy Corp's plans moved +40.2% in assets from 2022 to 2024; this filing shows Brenner & Assoc Accy Corp Profit Sharing Plan at $754K / 4 participants.

#3,240
in Professional & Technical Services (20,173 peers)
+22.3%
assets growth YoY

Brenner & Assoc Accy Corp Profit Sharing Plan among the smaller filed plans by assets

Brenner & Assoc Accy Corp Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$753,799 21st percentile higher than 21% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Brenner & Assoc Accy Corp Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brenner & Assoc Accy Corp Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brenner & Assoc Accy Corp Profit Sharing Plan reported net income rose from $79K in the plan year 2023 filing to $137K in the plan year 2024 filing.
  • Brenner & Assoc Accy Corp Profit Sharing Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Brenner & Assoc Accy Corp Profit Sharing Plan end-of-year assets rose from $616K in the plan year 2023 filing to $754K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 204122655 · Brenner & Assoc Accy Corp PY 2024 · Profit Sharing

Brenner & Assoc Accy Corp Profit Sharing Plan · $754K · 4 · 21st

  • EIN $754K
  • EIN 4
  • EIN 21st
  • EIN Profit Sharing
  • EIN near C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust
  • EIN ind #3240

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Brenner & Assoc Accy Corp Profit Sharing Plan in the asset neighbourhood

Brenner & Assoc Accy Corp Profit Sharing PlanBrenner & Assoc Accy Corp Pr…$754KC. Bonner Oates, D.D.S. Profit Sharing Plan and TrustC. Bonner Oates, D.D.S. Prof…$754KCelestino Carrion Retirement PlanCelestino Carrion Retirement…$754KCapitol Medical, Inc. Retirement PlanCapitol Medical, Inc. Retire…$753KPlan R Enterprises, Inc. Profit Sharing PlanPlan R Enterprises, Inc. Pro…$754K
End-of-year total assets ($M) among Brenner & Assoc Accy Corp Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Brenner & Assoc Accy Corp multi-year asset trail

Sponsor-wide plan assets over time

All Brenner & Assoc Accy Corp plans reported in each filing year

Latest sponsor-wide plan assets
$754K 40.18299316565159% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.54M $0.75M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 4 $538K
2023 1 3 $616K
2024 1 4 $754K

Brenner & Assoc Accy Corp filing trail (2024)

Total Assets (Beginning of Year)$616K
Net Assets (End of Year)$754K
Net Income$137K
Employer EIN204122655
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Brenner & Assoc Accy Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Brenner & Assoc Accy Corp Profit Sharing Plan, Total assets ($B): 0.000753799 · Participants: 4Brenner & Assoc Accy Corp Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Brenner & Assoc Accy Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Brenner & Assoc Accy Corp Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust in NM ($754K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brenner & Assoc Accy Corp Profit Sharing Plan assets move in 2024?
Brenner & Assoc Accy Corp Profit Sharing Plan grew sharply - up 22.3% during 2024, from $616K to $754K. Reported net income was $137K.
How have Brenner & Assoc Accy Corp plan assets changed over time?
Across 3 plan years on file (2022-2024), Brenner & Assoc Accy Corp's sponsor-wide assets grew 40.2%, from $538K to $754K.
Where does Brenner & Assoc Accy Corp Profit Sharing Plan rank by assets among Form 5500 filers?
Brenner & Assoc Accy Corp Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Brenner & Assoc Accy Corp Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust in NM ($754K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Brenner & Assoc Accy Corp Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K in assets).